The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C COM 02079K107   56,246,785 336,424 SH   SOLE   107,636 0 228,788
ALPHABET INC. CL A COM 02079K305   563,890 3,400 SH   SOLE   0 0 3,400
AMAZON COM INC COM COM 023135106   56,408,985 302,737 SH   SOLE   89,779 0 212,958
AON PLC REGISTERED SHS CL A COM G0403H108   50,428,209 145,750 SH   SOLE   48,748 0 97,002
BERKSHIRE HATHAWAY INC CL A COM 084670108   691,180 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC CL B COM 084670702   460,260 1,000 SH   SOLE   0 0 1,000
BROADCOM COM 11135F101   20,397,262 118,245 SH   SOLE   39,167 0 79,078
CONSTELLATION ENERGY COM 21037T109   48,415,464 186,199 SH   SOLE   62,538 0 123,661
COSTAR GROUP INC COM COM 22160N109   7,461,144 98,902 SH   SOLE   32,220 0 66,682
DATADOG INC COM 23804L103   7,272,445 63,206 SH   SOLE   20,460 0 42,746
FISERV COM 337738108   46,973,085 261,470 SH   SOLE   86,245 0 175,225
GE AEROSPACE COM 369604301   25,784,921 136,732 SH   SOLE   45,484 0 91,248
GE VERNOVA COM 36828A101   20,049,077 78,630 SH   SOLE   26,163 0 52,467
LINDE PLC COM G54950103   21,952,727 46,036 SH   SOLE   15,252 0 30,784
MASTERCARD INC CL A COM 57636Q104   23,375,591 47,338 SH   SOLE   15,693 0 31,645
META PLATFORMS INC CL A COM 30303M102   28,023,228 48,954 SH   SOLE   16,353 0 32,601
MICROSOFT CORP COM COM 594918104   53,075,573 123,346 SH   SOLE   38,995 0 84,351
NETFLIX INC COM COM 64110L106   23,686,781 33,396 SH   SOLE   10,846 0 22,550
SAP SE SPON ADR COM 803054204   50,636,369 221,023 SH   SOLE   72,661 0 148,362
TAIWAN SEMICONDUCTOR MFG CO SP COM 874039100   35,705,687 205,595 SH   SOLE   68,926 0 136,669
UBER TECHNOLOGIES COM 90353T100   36,595,705 486,904 SH   SOLE   161,868 0 325,036
UNION PACIFIC CORP. COM 907818108   31,528,489 127,915 SH   SOLE   43,408 0 84,507
UNITEDHEALTH GROUP INC COM COM 91324P102   33,769,950 57,758 SH   SOLE   19,242 0 38,516
VISA INC COM CL A COM 92826C839   23,027,798 83,753 SH   SOLE   27,773 0 55,980
VISTRA CORP COM 92840M102   23,669,237 199,673 SH   SOLE   66,487 0 133,186
ISHARES 0-3 MONTH TREASURY BON TR UNIT 46436E718   1,688,839 16,766 SH   SOLE   15,216 0 1,550
SPDR BLOOMBERG 1-3 MONTH T-BIL TR UNIT 78468R663   3,331,234 36,284 SH   SOLE   36,284 0 0